PM1 is the award-winning intelligent wealth management software providing full value chain coverage for your business. From client prospecting, to deep portfolio analysis, to online banking, PM1 will transform your business to be digitally ready for today and tomorrow.

Comprised of a comprehensive system nucleus with capabilities added as modular components to ensure each customer has exactly the tools for their needs. Moreover, with the PM1 API, all relevant data can be consolidated in PM1, creating new opportunities for business growth.

Advisory Documentation

Portfolio Optimisation

Investment universe selection

Efficient frontier

Rolling risk contribution

Model portfolio generation from EF

Intelligent rebalancing

PM1 Order Management

PM1 Order Management

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Our powerful OMS facilitates single/bulk order capture, reconciliation, and pre-/post-trade processing of payments, securities, FX, money market, and derivatives orders, with support for both exchange traded and over-the-counter products. STP routing is available via both FIX and SWIFT standards.